IWA
IVC Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
1,735
+5
| +0.3% | +$597 | 0.1% | 166 |
|
|
2025
Q1 | $214K | Buy |
+1,730
| New | +$214K | 0.11% | 152 |
|
|
2024
Q4 | – | Sell |
-1,720
| Closed | -$226K | – | 163 |
|
|
2024
Q3 | $226K | Sell |
1,720
-1,004
| -37% | -$132K | 0.12% | 149 |
|
|
2024
Q2 | $385K | Sell |
2,724
-11
| -0.4% | -$1.55K | 0.22% | 100 |
|
|
2024
Q1 | $447K | Sell |
2,735
-12
| -0.4% | -$1.96K | 0.26% | 90 |
|
|
2023
Q4 | $366K | Sell |
2,747
-68
| -2% | -$9.05K | 0.23% | 97 |
|
|
2023
Q3 | $338K | Buy |
2,815
+13
| +0.5% | +$1.56K | 0.23% | 104 |
|
|
2023
Q2 | $267K | Sell |
2,802
-8
| -0.3% | -$763 | 0.17% | 120 |
|
|
2023
Q1 | $285K | Sell |
2,810
-5
| -0.2% | -$507 | 0.2% | 109 |
|
|
2022
Q4 | $293K | Buy |
2,815
+68
| +2% | +$7.08K | 0.22% | 108 |
|
|
2022
Q3 | $222K | Buy |
2,747
+11
| +0.4% | +$889 | 0.18% | 127 |
|
|
2022
Q2 | $224K | Buy |
2,736
+5
| +0.2% | +$409 | 0.17% | 128 |
|
|
2022
Q1 | $236K | Buy |
+2,731
| New | +$236K | 0.16% | 134 |
|